Belpointe Asset Management’s Medallion Financial MFIN Stock Holding History

Belpointe Asset Management’s Portfolio MFIN Stock Details MFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-21,361	Closed	-$164K	–	967
2024 Q2	$164K	Buy	21,361 +3	+0%	+$24	0.01%	741
2024 Q1	$169K	Buy	+21,358	New	+$192K	0.01%	749
2023 Q2	–	Sell	-41,014	Closed	-$315K	–	2219
2023 Q1	$315K	Hold	41,014	–	–	0.02%	730
2022 Q4	$293K	Sell	41,014 -29,552	-42%	-$207K	0.02%	742
2022 Q3	$495K	Sell	70,566 -674	-0.9%	-$4.82K	0.03%	509
2022 Q2	$456K	Sell	71,240 -6,191	-8%	-$47.2K	0.03%	524
2022 Q1	$658K	Buy	77,431 +33,631	+77%	+$260K	0.04%	444
2021 Q4	$254K	Buy	+43,800	New	+$363K	0.02%	794

Other funds holding MFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Belpointe Asset Management's MFIN Position: Q3 2024 in Review

Belpointe Asset Management sold out of Medallion Financial (MFIN) in Q3 2024, closing a stake of 21,361 shares — an estimated $164K sold.

Belpointe Asset Management first reported a position in MFIN in Q4 2021 and held it in 8 quarters. The position peaked at $658K in Q1 2022. 82 funds tracked by Wall St. Rank hold MFIN as of Q3 2024.

Belpointe Asset Management reported no remaining Medallion Financial position as of Q3 2024 after selling out during the quarter.
Belpointe Asset Management sold 21,361 Medallion Financial shares in Q3 2024, an estimated $164K.
Belpointe Asset Management first reported a position in Medallion Financial in Q4 2021 and held it in 8 quarters.
Belpointe Asset Management's Medallion Financial position peaked at $658K in Q1 2022.
82 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.